Privacy Policy

Last updated: March 2026

1. Information We Collect

We collect the following information when you use this website:

  • Email address and first name — provided when you use our email capture forms
  • Calculator inputs — your selected state and estate value, used to calculate your estimated probate cost
  • Quiz answers — five multiple-choice questions about your estate planning awareness
  • Quiz segment — a category derived from your quiz answers, used to route you to the most relevant educational email course

2. How We Use Your Information

  • Send you educational email content via ConvertKit, our email service provider
  • Personalize content based on your calculator results and quiz answers
  • Measure advertising effectiveness via Meta Pixel

3. Third-Party Services

We use the following third-party services:

  • ConvertKit — email delivery and subscriber management. See their privacy policy.
  • Meta Pixel — advertising measurement. Uses cookies _fbp (first-party browser ID) and _fbc (click ID from ad clicks) to track ad conversions. See Meta's privacy policy.

Our server-side Conversions API sends hashed email addresses to Meta for ad measurement purposes.

4. Cookies

Meta Pixel sets _fbp (first-party browser ID) and _fbc (click ID from ad clicks). Session storage is used for calculator and quiz state and is cleared when your browser tab closes. No other cookies are used.

5. Data Retention

Email subscriber data is retained in ConvertKit until you unsubscribe. Calculator and quiz data are stored as ConvertKit custom fields alongside your subscription. You can unsubscribe and request data deletion at any time.

6. Your Rights

  • Unsubscribe from emails via the link included in every email
  • Request deletion of your data by contacting us
  • Access or correct your information by contacting us

7. Children's Privacy

This website is not directed at children under 13. We do not knowingly collect information from children.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

9. Contact

If you have questions about this Privacy Policy, please contact Upbeat Media LLC.